Client Consultant II

Date Posted: Sep 8, 2023

Location(s): Bellevue, WA, US, 98004 Aurora, IL, US, 60504 Irvine, CA, US, 92614 Greenwood Village, CO, US, 80111

Company: MetLife

Job Location: United States : Washington : Bellevue
Alternate Job Location: United States : Colorado : Greenwood Village || United States : California : Irvine || United States : Illinois : Aurora
Work Arrangement: Hybrid


Role Value Proposition: 

Provides customer service, financial, and administrative support to one or more large group insurance clients. Works with account team, Account Executive and other internal partners to manage the customer relationship.

Key Responsibilities: 

  • Overall accountability for: Fielding client requests, leading projects, providing clients with alternative solutions, identifying possible plan design alternatives, acting as a liaison between the client and internal MetLife teams.
  • Collaborates to drive problem resolution and troubleshooting.
  • Provides exceptional customer service to support ongoing customer delivery and client satisfaction.
  • Leads and participates in both customer- and internal-facing presentations and meetings.
  • Participates in client account audits and strategic planning process.
  • Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends and results that would impact Customer Unit financial objectives.
  • Delivers ongoing financial reporting, developing custom reporting based on client requirements. Prepares year-end financial accounting and ERISA reporting.
  • Accountable for the completion of monthly bank reconciliation reports, including monitoring client activity.
  • Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely.
  • Understands and can articulate specifics around revenue and earnings.
  • Leads and coordinates implementation of MetLife products.
  • Participates in strategy meetings, establishes specific processes and reports, reviews contract documents, completes broker agreements, creates process manuals, and inputs and ensures accurate input of data in MetLife systems.
  • Maintains awareness and knowledge of MetLife’s and competitors’ products and trends.
  • Perform other related duties as assigned or required.


Essential Business Experience and Technical Skills:


  • 5+ years of relevant experience
  • Knowledge of Group Benefits core products, particularly Legal Plans, Pet Insurance and Auto & Home
  • Strong proficiency with Microsoft Office Suite (particularly Excel and PowerPoint)
  • Excellent organizational, interpersonal, and communication skills, both written and verbal
  • Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness 
  • Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
  • Ability to balance client expectations with MetLife capabilities
  • Self-motivated to learn more about the business and is proactive in personal development

Business Category

US Business

Number of Openings


At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.




MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine’s 2021 list of the “World’s Most Admired Companies.”      


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.


The wage range for applicants for this position is $70,200 - $93,600. This role is also eligible for annual short-term incentive compensation. MetLife offers a comprehensive benefits program, including healthcare benefits, life insurance, retirement benefits, parental leave, legal plan services and paid time off. All incentives and benefits are subject to the applicable plan terms.


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.


MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.


MetLife maintains a drug-free workplace.


Nearest Major Market: Seattle
Nearest Secondary Market: Bellevue